Up Coming Events

  • NEO Chapter Social April 23, 2014
    NEO Chapter Social April 23, 2014
    Read more...
  • NTX EPI Chapter Meeting May 9, 2014
    NTX EPI the Family Business Who Almost Got it Right
    Read more...
  • Certified Exit Planning Advisor (CEPA) Program - May 12 - 16, 2014 - Chicago, IL
    University of Chicago's Booth School of Business
    Read more...

Recent News

  • President's Message March 2014
    Last month I wrote an article entitled Right Place, Right Time which presented a compelling case for state of our market. This month I want to present to you an overview of the exit planning process and EPI’s current point of view. First, exit planning is a process; NOT an event. It’s a way of running your business that maximizes its value and provides a means to achieving owner’s personal and financial goals; if they have any. The definition I like to use is a slight variation to the definition by Patrick Ungashick from his book Dance in the End Zone, “Exit planning is the conscious effort to maximize enterprise value while enabling the conversion of that ownership into personal financial freedom and peace of mind.” 
    Read more...
  • Consultants are Heroes Data Shows
    Exit Planning is a powerful profession, and I am lucky enough to learn from terrific consultants like you every day.  You share insights about your marketing efforts, your client interviews, your challenges, and your big wins. Generating wins –building your practice—is a fascinating area.  Some common themes: telling business owners you can build the value of their business gets their ear; then showing them both how, and by what amount, wins you their trust over 30% of the time.  What is the key to maintaining the conversation’s momentum and converting this trust into action? 
    Read more...
  • Discover Fort Worth - Fort Worth Stockyards
    The Fort Worth Stockyards is a historic district that is located in Fort Worth, Texas, north of the central business district. The 98-acre (40 ha) district was listed on the National Register of Historic Places as Fort Worth Stockyards Historic District in 1976. They are a former livestock market which operated under various owners from 1866. The arrival of railroads in 1876 made the area a very important livestock center. Fort Worth Union Stockyards opened for business on January 19, 1890, covering 206 acres. On February 7, the Fort Worth Dressed Meat and Packing Company was founded. This facility was operated without profit until purchased by G. W. Simpson of Boston.
    Read more...

Certified Exit Planning Advisor Program

The Certified Exit Planning Advisor (CEPA) Program, created in 2007, is the only program of  it's kind.  Developed by nationally recognized experts in the field of exit planning, this 5-day  executive MBA style program is taught by a faculty of nationally recognized experts in their   respective fields.  The program is held twice a year at the University of Chicago's Booth School of Business Gleacher Center. The Gleacher Center is the University's state-of-the-art executive education center in downtown Chicago. 

The CEPA Program offers professionals an innovative learning experience, performance-enhancing resources, and the strategic tools to help them advance their exit planning practice.  The CEPA program is the only exit planning program of its kind that qualifies for 32.5 hours of CPE credit for Certified Public Accountants (CPAs), 32.5 hours of CPE credit for Certified Valuation Analyst (CVA), 32.5 hours of CPE credit for Accredited Valuation Analysts (AVA), 32.5 hours of CPE credit for Master Analyst in Financial Forensics (MAFF), 32.5 hours of CPE credit Certified Business Appraiser (CBA), 27.5 hours of CE credit for Certified Investment Management Consultants (CIMC), 27.5 hours of CE credit for Certified Investment Analysts (CIMA), 27.5 hours of CE credit for Certified Private Wealth Advisor (CPWA)   17 hours of CE credit for Certified Financial Planners (CFP®), 24 hours of CPE credit for Certified Mergers & Acquisitions Advisors (CM&AA), and 10 hours of CE credit for Certified Business Intermediaries (CBI).

Participants who successfully complete the CEPA program, and pass the 3.5 hour, closed book proctored exam, receive the Certified Exit Planning Advisor or CEPA credential.

The CEPA program now qualifies for continuing educational credits with six major professional associations. This makes the CEPA program the most widely accepted and endorsed professional exit planning program in the world.

National Registry CPE SponsorThe Exit Planning Institute® (EPI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

Certified Financial Planner CE Sponsor

 

 

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The Certified Exit Planning Advisor Program
Curriculum

Day One

Introductions 8:30 am - 9:30 am
The Need For Exit Planning 9:30 am - 10:00 am
15 minute break 10:00 am - 10:15 am
Overview of the Exit Planning Process  10:15 am - 12:00 pm
1 hour lunch break 12:00 pm - 1:00 pm
Overview of the Exit Planing Process continued 1:00 pm - 1:30 pm
Exit Planning Deliverables 1:30 pm - 2:30 pm
15 minute break 2:30 pm - 2:45 pm
Importance of Teams  2:45 pm - 3:15 pm
Survival Exercise  3:15 pm - 4:00 pm
Identifying and Developing Goals and Objectives
  • Personal
  • Business
  • Financial
4:00 pm - 5:00 pm

Day Two

Financial Planning For Business Owners               8:30 am - 10:00 am
15 minute break 10:00 am - 10:15 am
Advanced Estate Planning Concepts 10:15 am - 11:15 am
Integrating Charitable Intent with Business Exit
Planning
11:15 am - 12:15 pm
1 hour lunch break 12:15 pm - 1:15 pm
Basics of Business Valuations 1:15 pm - 2:45 pm
15 minute break 2:45 pm - 3:00 pm
Business Valuation Case Study  3:00 pm - 5:00 pm

Day Three

Calculating Net Proceeds 8:30 am - 9:30 am
15 minute break 9:30 am - 9:45 am
Introduction to Value Enhancements                      9:45 am - 11:15 am
Creating Action Plans 11:15 am - 12:15 pm
1 hour lunch break 12:15 pm - 1:15 pm
Delivering Action Plans 1:15 pm - 2:15 pm
Exit Options Analysis
  • Internal Sales
  • External Sales
2;15 pm - 3:15 pm
15 minute break 3;15 pm - 3:30 pm
ESOPs as an Exit Strategy 3:30 pm - 5:00 pm

Day Four

3rd Party Sales and the M&A Process 8:30 am - 10:30 am
15 minute break 10:30 am - 10:45 am
Understanding Private Equity                                  10:45 am - 12:15 pm
1 hour lunch break 12;15 pm - 1:15 pm
Marketing and Selling Exit Planning 1:15 pm - 2:45 pm
15 minute break 2:45 pm - 3:00 pm
Implementation - Developing an Action
Plan For Your Practice
Sean Hutchinson, CEPA
3:00 pm - 5:00 pm

Day Five

Wrap-up and Q&A                                            8:00 am - 8:30 am
CEPA Exam 8:30 am - 12:00 pm

 

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Accountants/CPAs - receive 32.5 hours of CPE credit. 

Certified Valuation Analysts - Receive 32.5 hours of CPE credit.

Accredited Valuation Analysts - receive 32.5 hours of CPE credit.

Master Analyst in Financial Forensics - receive 32.5 hours of CPE credit.

Certified Business Appraisers - receive 32.5 hours of CPE credit

CM&AAs - receive 24 hours of CPE credit. 

CFP®s - receive 17 hours of CPE credit.

CBIs - receive 10 hours of CPE credit. Read more...

EPI Membership Brochure

CEPA Program Testimonials

"CEPA is the most content rich continuing ed program I've attended. The combination of quality speakers and experienced attending professionals provided a unique opportunity. I highly recommend the CEPA program for any professional looking to add Exit Planning as a core competency to their business."

Wendy Crawford-Schultz, CPA/ABV, CEPA, CVA -- Bluewater Consulting Group. LLC
"I found my involvement in the CEPA program to be positive and professional on all levels. Our firm has found that obtaining the CEPA designation has assisted in our marketing of our services and is another positive differentiator in the market place."

Walter Williams
CEPA, B-Comm, CA, CBV, CIRA --
Vine & Partners, LLP
"The CEPA Program exceeded my expectations. The speakers were well prepared, knew their stuff, and went into just the right amount of detail. The time and money invested was well spent."

Richard Sheppard, CFP®, CEPA --
Investors Group Financial Services